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Replies to #2378 on Biotech Values
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rstor1

06/04/04 9:07 PM

#2380 RE: DewDiligence #2378

GTCB

Dew,

I respect your opinion, and we have owned the same issues on a number of occasions. So I am having a bit of trouble figuring out what exactly you like about GTCB. They seem like a tools-and-shovels kind of outfit. On an (admittedly cursory) look at their website, they don't even discuss their pipeline, so I assume that there is none.

Can you point to a quick distillation of their IP.

I appreciate it.

Bob